The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
- NAV / 1-Day Return 9.97 / 0.00
- Total Assets 132.7 Mil
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Adj. Expense Ratio
- Expense Ratio 0.590%
- Distribution Fee Level Low
- Share Class Type Front Load
- Category Target-Date 2020
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 0.77%
- Turnover 85%
Morningstar’s Analysis WDTDX
Will WDTDX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 0
- Bond Holdings 5
- Other Holdings 25
- % Assets in Top 10 Holdings 79.3